Privacy policy.

Veritax Advisors LLC (“Veritax,” “we,” “our”) respects your privacy. This policy describes the information we collect, how we use it, and the choices you have when you interact with our website and engagement services.

1. Information we collect

We collect information you provide directly — such as your name, email, phone, company and engagement details — when you fill out a contact form, request a benefit analysis, or otherwise communicate with us. We also collect limited technical data (browser type, IP address, pages visited) automatically when you use this site.

2. How we use information

• To respond to your inquiry and deliver requested services.
• To provide engagement-related communications and deliverables.
• To improve our website, marketing and client experience.
• To comply with applicable legal, tax and regulatory obligations.

3. Sharing

We do not sell personal information. We may share information with service providers acting on our behalf (e.g., hosting, CRM, email delivery) under confidentiality obligations, and with regulators or professional bodies when required by law or professional standards.

4. Security

Veritax maintains administrative, technical and physical safeguards designed to protect nonpublic personal information consistent with the Gramm-Leach-Bliley Act and applicable state privacy statutes. No method of transmission over the Internet is 100% secure.

5. Your choices

You may request access to, correction of, or deletion of your personal information at any time by emailing privacy@veritaxadvisors.com. California, Colorado, Connecticut, Utah and Virginia residents have additional rights under applicable state law.

6. Children

Our services are not directed to children under 13 and we do not knowingly collect information from them.

7. Updates

We may update this policy from time to time. The effective date above reflects the current version; material changes will be highlighted on this page.

Questions

Direct any questions to privacy@veritaxadvisors.com.